Martin Capital Partners, LLC

Position in PSX — Phillips 66

CIK 1731216 EUGENE, OR

Position in PSX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$4,008,006

-$2,135,285 QoQ

Shares Held

23,709

-29.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.60%

of 13F equity value

Holder Rank

#476

of 2,093 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Energy · as of Jun 30, 2026

Martin Capital Partners, LLC holds $4,008,006 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	23,709	$4,008,006

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,008,006	23,709	-29.7%	Shares	Sole	2026-07-07
2026-03-31	$6,143,291	33,721	-0.2%	Shares	Sole	2026-04-07
2025-12-31	$4,361,681	33,801	+0.2%	Shares	Sole	2026-01-06
2025-09-30	$4,587,546	33,727	-1.3%	Shares	Sole	2025-10-06
2025-06-30	$4,075,049	34,158	+248.4%	Shares	Sole	2025-07-08
2025-03-31	$1,210,597	9,804	-0.3%	Shares	Sole	2025-04-15
2024-12-31	$1,120,273	9,833	-59.4%	Shares	Sole	2025-01-27
2024-09-30	$3,184,507	24,226	-26.2%	Shares	Sole	2024-10-15
2024-06-30	$4,633,481	32,822	-3.1%	Shares	Sole	2024-07-15
2024-03-31	$5,534,612	33,884	-2.5%	Shares	Sole	2024-04-05
2023-12-31	$4,625,416	34,741	-1.5%	Shares	Sole	2024-01-08
2023-09-30	$4,236,849	35,263	+0.4%	Shares	Sole	2023-10-13
2023-06-30	$3,349,364	35,116	-3.0%	Shares	Sole	2023-07-17
2023-03-31	$3,669,347	36,194	+1.1%	Shares	Sole	2023-04-05
2022-12-31	$3,727,729	35,816	+7.9%	Shares	Sole	2023-01-05
2022-09-30	$2,680,630	33,209	+4.7%	Shares	Sole	2022-10-06
2022-06-30	$2,600,640	31,719	—	Shares	Sole	2022-07-08
No filing history on record for this holder in this stock.